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May 2011
Equity: Large Cap DSPBR Top 100 Equity Inst ICICI Prudential Focused Bluechip Equity Inst I ICICI Prudential Focused Bluechip Equity Retail Reliance Quant Plus Retail Equity: Large & Mid Cap Fidelity India Growth HDFC Top 200 ICICI Prudential Dynamic Inst I Mirae Asset India Opportunities Regular UTI Dividend Yield UTI Opportunities Equity: Multi Cap HDFC Equity
Risk Grade
Return Grade
High High High High
Below Average Below Average Low Above Average Low Below Average
Below
High
Average Quantum Long Term Equity Reliance Equity Opportunities Inst Religare Contra Equity: Mid & Small Cap Birla Sun Life Pure Value HDFC Mid-Cap Opportunities ICICI Prudential Discovery Inst I IDFC Premier Equity IDFC Small & Midcap Equity Equity: Tax Planning Canara Robeco Equity Tax Saver Fidelity Tax Advantage Religare Tax Plan Equity: Infrastructure HDFC Infrastructure Taurus Infrastructure Hybrid: Equity-oriented HDFC Balanced Below Average High Below Average Low Low High Above Average High Low Average Below Average Above Average High High
High High
HDFC Prudence
Average
High
Hybrid: Debt-oriented Aggressive Birla Sun Life Asset Allocation Average Moderate Hybrid: Debt-oriented Conservative Birla Sun Life MIP II Savings 5 HDFC MIP Long-term HDFC Multiple Yield Plan 2005 Reliance MIP Hybrid: Arbitrage UTI SPrEAD Debt: Income Birla Sun Life Medium Term Inst Birla Sun Life Medium Term Retail BNP Paribas Bond Reg IDFC SSI Medium-term Plan B L&T Select Income-Flexi Debt Inst L&T Select Income-Flexi Debt Ret Low Above Average Below Average Average
High
Low
High
Debt: Gilt Medium & Long Term Birla Sun Life GSF Long-term Low ICICI Prudential Gilt Investment PF High
High High
JM G-Sec Regular Plan Debt: Short Term AIG Short Term Inst
Low
High
Low
Templeton India Short-term Income Average Inst Debt: Gilt Short Term Birla Sun Life Gilt Plus Liquid Debt: Ultra Short Term Birla Sun Life Floating Rate LT Institutional Birla Sun Life Floating Rate LT Ret
Low
High
High High Above Average High High Above Average Above Average Above Average High High High High
Canara Robeco Treasury Adv Super Average Inst JM Money Manager Reg JM Money Manager Super Tata Floater Tata Treasury Manager Super HI Taurus Ultra Short Term Bond Inst Taurus Ultra Short Term Bond Super Inst Templeton Floating Rate Super Inst Templeton India Ultra Short Bond Super Inst UTI Floating Rate ST Inst Average Low Below Average Below Average Average Below Average Below Average Low Below
Average Debt: Liquid Birla Sun Life Floating Rate ST Inst Average BNP Paribas Overnight Institutional Average Canara Robeco Liquid Super Inst ICICI Prudential Liquid Super Inst IDFC Cash Plan C ING Liquid Super Inst Magnum InstaCash Liquid Floater Sahara Liquid Fixed Pricing Sahara Liquid Variable Pricing Tata Liquid Super HI Below Average Below Average Below Average Below Average Below Average Below Average Below Average Low
High High Above Average Above Average Above Average Above Average High High High Above Average